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Kelly Financial Services’s Invesco Dividend Achievers ETF PFM Stock Holding History

Kelly Financial Services’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-305
Closed -$13K – 819
2024
Q1 		$13K Sell
305
-363
-54% -$14.9K 0.01% 387
2023
Q4 		$26.7K Buy
668
+3
+0.5% +$113 0.01% 268
2023
Q3 		$24.3K Buy
665
+3
+0.5% +$114 0.01% 261
2023
Q2 		$25.3K Sell
662
-172
-21% -$6.37K 0.01% 266
2023
Q1 		$30.5K Buy
+834
New +$30.5K 0.02% 231

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

Kelly Financial Services's PFM Position: Q2 2024 in Review

Kelly Financial Services sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2024, closing a stake of 305 shares — an estimated $13K sold.

Kelly Financial Services first reported a position in PFM in Q1 2023 and held it in 5 quarters. The position peaked at $30.5K in Q1 2023. 119 funds tracked by Wall St. Rank hold PFM as of Q2 2024.

  • Kelly Financial Services reported no remaining Invesco Dividend Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Kelly Financial Services sold 305 Invesco Dividend Achievers ETF shares in Q2 2024, an estimated $13K.
  • Kelly Financial Services first reported a position in Invesco Dividend Achievers ETF in Q1 2023 and held it in 5 quarters.
  • Kelly Financial Services's Invesco Dividend Achievers ETF position peaked at $30.5K in Q1 2023.
  • 119 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.